Huang Renxun rarely posts a long article: in the future, traditional software and apps may disappear, and intelligent bodies are likely to become the main form of interaction.
On Tuesday local time, NVIDIA CEO Huang Renxun published a rare long blog post about artificial intelligence, which is the seventh public long article he has published since 2016. The article systematically expounded the underlying logic of the AI industry, and Huang Renxun defined the "Five-layer Architecture" of AI in the article. He stated that the current AI industry is still in its early stages of development, and although the industry has invested billions of dollars, the true potential of AI has not been fully explored, and it will still require trillions of dollars of ongoing investment to improve the underlying infrastructure. Huang Renxun pointed out that AI has become one of the most powerful forces shaping the world today. It is not a single smart application or model, but rather as essential infrastructure as electricity and the internet, running on real hardware, energy, and economic foundations, able to absorb raw materials and convert them into scalable intelligence. In the future, every company will use AI, and every country will build AI infrastructure. In order to clarify the underlying structure of the AI industry, Huang Renxun systematically defined the AI "Five-layer Architecture," metaphorically likening it to a "five-layer cake," consisting of energy, chips, infrastructure, models, and applications from bottom to top, with each layer supporting and pulling each other. Any successful application at the top must rely entirely on the continuous support of the underlying infrastructure, even including power plants. Regarding the job concerns brought about by the development of AI, Huang Renxun believes that AI will not only eliminate jobs, but will create a large number of new employment opportunities, especially in the fields of infrastructure and skilled technical occupations. The labor force required to support the construction of AI infrastructure is extremely vast. AI factories need electricians, plumbers, steel workers, network technicians, installers, and operators, all of which are high-skilled, high-paying positions that are currently in high demand. AI is filling the huge labor gap in positions such as truck drivers, nurses, accountants, on a global scale, rather than causing unemployment.
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